ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,511,496 | -10.4% | 74,459 | -5.8% | 0.15% | -6.7% |
Q2 2023 | $2,803,042 | -29.0% | 79,048 | -29.4% | 0.16% | -34.7% |
Q1 2023 | $3,950,662 | -0.9% | 111,917 | -9.1% | 0.25% | -7.0% |
Q4 2022 | $3,986,666 | +12.1% | 123,083 | -3.9% | 0.27% | -1.1% |
Q3 2022 | $3,557,000 | +899.2% | 128,041 | +1014.0% | 0.27% | +950.0% |
Q2 2022 | $356,000 | +263.3% | 11,494 | +331.3% | 0.03% | +333.3% |
Q1 2022 | $98,000 | – | 2,665 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ENZI WEALTH | 541,218 | $17,638,000 | 8.64% |
Interchange Capital Partners, LLC | 281,698 | $7,825,000 | 8.58% |
Unison Advisors LLC | 1,528,389 | $42,458,000 | 7.86% |
Richard P Slaughter Associates Inc | 611,136 | $16,977,000 | 7.10% |
Integrity Financial Corp /WA | 239,422 | $6,651,000 | 6.97% |
Retirement Planning Group, LLC | 1,796,875 | $49,917,000 | 6.28% |
Allen Capital Group, LLC | 888,886 | $24,693,000 | 5.66% |
BRR OpCo, LLC | 1,457,255 | $40,483,000 | 4.97% |
TOBIAS FINANCIAL ADVISORS, INC. | 504,509 | $14,015,000 | 4.94% |
Richard Bernstein Advisors LLC | 7,022,461 | $195,084,000 | 4.87% |